Team

"At Wealth Strategies Group, we believe that our united approach adds a broader perspective to all we do and provides increased benefits to our clients." -Ross Ferrin, President/CEO, Wealth Strategies Group

Our team of financial professionals can help you address:

Investing principles and strategies

Retirement investing and distribution strategies

Estate conservation issues

Risk management

We also can answer your questions, including:

Are my investments working hard enough?

What’s the best approach for college savings?

What are the elements of a sound estate strategy?

Do I have enough life insurance for my family?

Can I retire early?

And much more...

Our experienced professionals have helped many people, just like you, with similar issues and concerns. We specialize in creating an approach that is tailored to your individual situation.

Adolphe has been in the Financial Services industry since 1988. He has resided in Colorado since 1985. He graduated from University of New Hampshire with a Bachelors of Science in Mechanical Engineering, worked in the engineering field...

Anant Mehta started in the Financial Services industry in 2002 after a decade in the pharmaceutical arena as a sales rep, management trainer, and pharmacy benefit management company division manager. Anant started his financial...

After spending several years improving corporate profits as an engineer, Ben Sartin discovered his true passion: improving the lives of others by helping them prepare for and overcome financial challenges. To improve his clients’...

I work with families and small business owners to move them closer to financial balance. I start with a protection first philosophy to ensure that what they have today and what they will have tomorrow will not be exposed to risk. I...

I moved to Colorado in 2014 to pursue a Graduate Degree in Geophysics. I completed the degree and desired to find a career that best used my interests to help the people around me. I explored teaching, engineering, research, and...

Brian attended the University of Colorado Boulder and received his degree in Business Administration with an emphasis in Finance. He has worked with employer sponsored retirement plans, life insurance and administration work for...

Catherine was recruited to Wealth Strategies Group after creating value in the financial services industry. Using a holistic approach to financial planning and wealth management, Catherine serves as an advocate for her clients and...

I love that I have the opportunity to help educate the community about how to properly manage money, as there is so much misinformation and poor advice floating around. I have the opportunity to teach people how to effectively plan...

Chris joined Wealth Strategies Group shortly after completing his studies. He is passionate about educating his clients on the interdependent nature every piece has in their financial lives. Chris feels a deep calling to help clients...

First-of-all, I’m overwhelmed with excitement to be a financial representative for wealth strategies group. Ever since I was a child, my father, who is an estate planner, recommended I become a financial planner in my future, and...

Craig has been helping clients with their financial affairs since 2011. His passion is in working with small to medium sized businesses. Craig understands the dynamics of running a company and the balance of maximizing profitability...

Daniel comes to us from AXA Advisors where he was a Managing Director. Prior to AXA, Daniel was at New York Life as a Financial Representative. He is working towards growing the agency and his personal production.

David Keller joined Wealth Strategies Group in 1987. He is one of the Field Representatives who has qualified for Agent of the Year many times. He started in the financial services industry in 1962. He earned an undergraduate BS degree...

David joined Wealth Strategies group in April 2000 as a Field Representative and took on the dual role of Disability Income Specialist in May 2001. He is also a Financial Advisor and Registered Representative. He has been in the...

Erik Sartin is a financial advisor dedicated to helping individuals and small businesses make informed financial decisions. He compliments a financial education with 9 years of practical experience advising individuals and small...

Gerry Frantz has been in the insurance and financial services industry since 1985 and has formed a unique practice through numerous avenues of service. Gerry has an extensive and impressive array of education, professional credentials...

Greg is Wealth Strategies’ Director of Advanced Planning, and has been providing financial services to the business community and professionals since 1984. His full service financial planning includes: Business Succession and...

Ilana joined Wealth Strategies Group in October 2009 as a Disability Income Specialist with an extensive background in sales, training and management both in and out of the insurance industry. ilana has ranked in the Guardian as...

Jackie Sartin has twenty years of experience in the financial industry. She relocated with her husband to Fort Collins, CO in 2012. Her firm, Wealth Strategies Group Fort Collins, has a unique approach to financial planning with an...

Jay Clark joined Wealth Strategies Group in 2002 as a Financial Representative. Since joining WSG, Jay served as Sales Manager from 2005 to 2012 when he took on the role as Associate General Agent. He returned to the full-time role of...

Jerry Hsu is a Managing Director with Wealth Strategies Group; he leads a team of exceptional Financial Advisors with the mission and vision to services all financial planning and investment needs in the community. Jerry and his team...

Jordan is a native of Casper Wyoming and started in the insurance and financial industry after he studied at the University of Wyoming. In 2014, he received his bachelor’s degree in psychology and minored in business management....

Beginning in the financial services industry in 1990, Julie Gunkel earned the ChFC designation in 1996 and joined Wealth Strategies Group in 1998. Julie is a member of the National Association of Financial Advisors and the Society of...

Born and raised in Connecticut, Karen attended St. Bonaventure on a basketball scholarship, and hopped in a car for Colorado after graduation with a degree in Sociology. She feels this degree has helped her excel in the financial...

I have been in the insurance and financial services business since 1994. My system and process helps individuals and business owners take the costly guesswork out of building and conserving wealth. I challenge traditional financial...

Lary M. Weintraub has more than 20 years’ experience in the financial services industry as a wealth management advisor, serving the very specialized needs of high net worth individuals, families and foundations. Prior to Wealth...

I am a born-and-raised Colorado native that graduated from the College of Business at Colorado State University. My passion for inspiring financial wellness has brought me to Wealth Strategies Group where I can truly serve my community...

Louise Pumphrey is a Financial Services Professional with Wealth Strategies Group in Greenwood Village, Colorado. A native of Singapore, Louise began her career in international finance with the leading trading house of Philipp...

Melissa is the Executive Assistant for Karen Jessey, Neill Turner & Tiffany Charles. Melissa’s experience working with different advisors has honed her communication skills and her understanding of the products and processes...

Michael Schulte earned a bachelor's degree in finance from UNLV and began his financial services practice in 2012 with the goal of helping families and business owners make smart financial decisions that allow them to live on their...

Michael G. Gundzik founded Gundzik & Associates, Inc. in 1973. He assists the people and organizations he works with to create significant personal wealth, and focuses on asset protection and tax reduction strategies. He is an advocate...

Over fifty years ago Milton graduated from high school. Since graduation, he has earned a number of degrees, postgraduate degrees, professional designations and FINRA securities licenses. This formal education, time serving as an...

For over 19 years Nathan Pierce along with his Pierce Insurance & Financial Services team has served the people of Northern Colorado. Whether working with businesses or individual Coloradoans, Nathan's passion is to help protect what's...

“My goal is to make a difference in as many lives as possible using my experience and knowledge.” With a degree in Engineering, Neill Turner’s attention to detail is second to none. Numbers, facts and figures...

Rebecca McNair entered the workforce at age 10 while living in a small central Texas town with a population of 2,700. She began her 24 year career in graphic designs at age 18 and was the founder of Custom Lettering and Signs. Always...

Rick is a 20 year veteran of the insurance and financial services industry serving as both a Recruiter to assist in building new careers for people interested in helping people make wise financial decisions, and also as Director of...

Clients come to my team looking for clarity and confidence in the financial decisions they make. My team empowers individuals, families, and business owners to make informed financial choices. As a result, our clients have a game plan...

Spencer comes to us from AXA Advisors. I'm sure you have seen her bright, energetic person running around the office. Spencer has been in the financial services industry since 2015. She is extremely passionate about educating,...

Tammie Myers Sharp started working in the Financial Services industry in 1996, as an Executive Assistant. In 2006 she decided it was time to be a Field Representative, and joined Modern Woodmen of America. She returned home to the...

I was introduced to the financial planning career 2 years ago and love what I am doing ever since. I feel accomplished being able to help people around me and their loved ones take actions to protect themselves and their families....

Start with a humble and original intention to serve others with a heart full of love, ears ready to listen and hands willing to assist! It is my great pleasure to join WSG, my newly adopted family! I was born and raised in Shanghai,...

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The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2018 FMG Suite.

This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Wealth Strategies Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 6455 South Yosemite Street, Suite 300Greenwood Village, CO 80111, ph# 303.770.9020. PAS is an indirect, wholly-owned subsidiary of Guardian. Wealth Strategies Group is not an affiliate or subsidiary of PAS or Guardian.